Coupang, Inc.
CPNGQ3 2024(CPNG Q2 FY2024)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$368.6M
AI Revenue (Q)
$183.1M
Total Revenue (Q)
$7.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 2024 total revenue was $7.323B (Net retail sales $5,779M, Net other revenue $1,544M). Other revenue grew 121% YoY including Farfetch contribution. No AI-specific disclosure. Coupang continues to invest in technology infrastructure but does not sell AI as a product. Math: $7.323B * 2.5% = ~$183M estimated AI-adjacent revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Net retail sales $5,779M, Net other revenue $1,544M, Total net revenues $7,323M (Q2 2024)
10-Q Q2 2024, Income Statement
Operating (loss) income $(25)M
10-Q Q2 2024, Income Statement
AI Products Identified (Ring 1)
AI-powered product recommendationsLogistics routing optimizationDemand forecasting algorithmsCoupang Eats AI recommendationsFarfetch AI-powered luxury personalization
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Third-party merchant advertising (AI-targeted)Rocket Delivery route optimizationFarfetch marketplace personalization
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix